In Focus
Asian markets analysis for Australian advisers, covering China, Japan, India, and emerging Asia investment themes.
In a world flush with debt, look to Japan says Schroders
After being a dirty word for close to a decade, ‘value’ investing has been back in vogue, for a few months at least anyway. Spurred on by the...
All eyes on China - bond defaults in focus
Growing concerns on China’s corporate bond market defaults have investors worried that it could manifest into something bigger. Bond defaults have been...
Asian Equities on the right side of disruption
Covid-19 continues to wreak havoc in some parts of Asia, resulting in humanitarian losses that will potentially have a deep and lasting impact on societal...
China's Communist Party turns 100: So what?
“Single-party rule can bring economic success. Communism cannot,” suggests Matt Gertken, vice-president of geopolitical strategy at BCA Research....
Lessons from over a decade investing in Asia
“It’s like drinking from a firehose.” That’s the way Qiao Ma describes the experience of meeting with some of China’s, and...
Has Tencent beaten Facebook at their own game?
Emerging markets, including China and India, have been among the most popular destinations for investors in recent months, with many attracted to their...
As investors grow weary with China the Indian sub-continent emerges
With tensions rising in the South China Sea and regulatory pressure on the likes of Alibaba (NYSE: BABA) continuing to grow, the Chinese market is becoming an...
Taking a 'whole of Asia' view in the booming small-cap universe
One of the more impressive funds that The Inside Network has come across in recent years is the PineBridge Asia ex Japan Small Cap Equity Fund, which taps into...
China ramps up its campaign for self-sufficiency
Australia is facing yet another round of export bans after Chinese authorities knocked back tonnes of lobsters, timber from Queensland, and barley from a...
With diversification: the future is east
Despite being Australia’s most important trading partner and closest neighbour, Asia remains largely undiscovered and under-appreciated by Australian...
Backing Buffett's Big Japan Bet
It seems as if Japan does not get a lot of respect from external investors, for good reasons. The Nikkei index appears to disprove the theory that the...